#Winning???
Category: BOJ
‘A Reversal Could Be Very Painful’: JGB Average Volume Hits All-Time Low
“…so if there is an unexpected major reversal, it could be very rapid and very painful.”
America Is ‘A Gong Show’ – So Maybe Put Your Money Here Instead
“As summer comes to an end, and investment committees meet in early September, I don’t see how at the margin, America doesn’t get a downgrade from asset allocators throughout the world. The simple fact is that the much hyped Trump optimism has been sorely misplaced.”
Save The Date: By ‘End-March 2019’ The Japanese Stock Market Will Cease To Function
“This could cause the number of shares circulating on the market to almost completely dry up for some stocks.”
The BoJ Will Own The Entire Free-Float Of Uniqlo Within 3 Years
In the wake of the BoJ’s Thursday decision to follow Haruhiko Kuroda further and further
A ‘Gettin’ Away With Murder’ Type Of Day: Thursday Market Wrap
Thursday was all about people who might have gotten away with murder…
BoJ Stands Pat, Pushes Back Timing For Inflation Goal They’ll Never Hit
BOJ DELAYS TIMING OF REACHING 2% GOAL TO AROUND FY2019
‘Billions And Billions And Billions’: ECB, BoJ, And Your Full Week Ahead Preview
If you didn’t get your fill of hand-wringing over DM central banks last week, then you’re in luck…
Kuroda Vs. The World: BoJ Moves On The 5Y As YCC ‘Mission Creep’ Looms
Dammit no one is really talking about this, but it’s definitely notable. On both Monday
Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.
Well, I’d say “it’s quiet out there,” but that’s cliché. So how about this: “ain’t
‘There’s No Such Thing As A Bad Tick’ – Another Theory On Silver’s Flash Crash
Via Kevin Muir of “The Macro Tourist” fame It’s one of those periods when everything
Yen, Pound Nosedive, BoJ Reminds You Who’s In Charge Here
Right, so first thing Thursday morning we noted that 10Y JGB yields had risen to
Geopolitics! Won At 4-Month Low, Lira Sinks, Trump Says ‘Very Severe’ Shit Is Goin’ Down
Well, the won is at four-month low against the dollar on Thursday because, well, because
“A Major, Serious” Situation In Japan, PMIs Galore, And A Deadline For Qatar
Ok, so Shinzo Abe’s LDP suffered a stunning loss in Tokyo assembly elections over the weekend,
And God Said “Let There Be Data: And There Was Data.”
It’s Friday and God said, “let there be data: and there was data.” Let’s start
Trader: “Black Swan Events Happen A Lot More Often Than They’re Supposed To”
“The Fed has enjoyed free-ridership of doing so while everyone else is still printing away. This has meant that financial market conditions have taken it wholly in stride. To assert that this will be the case when everyone else join is making a big assumption about the efficacy of the cure.”
Bank Of Japan Breaks Bond Market As Holdings Rise To Hilarious 387,000,000,000,000 Yen
“Most central banks are playing at 10, all the way up, all the way up, you’re on ten, where can you go from there?”Â
Stocks Fall Across The Globe As Hawkish Central Banks, Washington Jitters Roil Risk
Well, the overnight action was predictable under the circumstances, but it’s nevertheless unnerving for anyone
Peter Pan’s Revenge: Kuroda Thinks You’re Crazy To Think BoJ Is Not Still Crazy
“The moment you doubt whether you can fly, you cease forever to be able to do it.”
“Euphoria”: I’m Lovin’ It
Although “posthumous equine abuse” isn’t something we’d list under “interests” if we were say, signing up for a dating site, we don’t mind engaging in it if we think doing so might drive home a particularly important point.
They’re “Taking Away The Punch Bowl As The Party Gets More Messy”
“But that’s utterly the wrong thing to be thinking about.”
Full Week Ahead Preview: Fed In Focus
Hopefully, the weekend gave you a chance to catch your breath after “Super Thursday.”
Yeah, It’s Expensive, But These “Dead-End Policies” Will Make It Even More Expensive
“So what are we thinking here?”…
China? China! Kuroda Contemplates His Exit, And Other Overnight Shenanigans
It’s “Super Thursday” and although the real fireworks (if there are any) aren’t set to
Safety Sought: Yen Rallies As Markets Nervously Eye Potentially Dangerous Thursday
So on Sunday, in our week ahead preview, we noted that Thursday would bring a
Bank Of Japan’s ETF Holdings Surge 80% To Cartoonish 16,000,000,000,000 Yen
“The total marks an 80% rise from a year earlier and more than a sevenfold increase since the central bank kicked off its quantitative and qualitative easing — adding riskier assets to its balance sheet — in April 2013.”
Nikkei Tops 20,000 On Batshit Crazy BoJ Balance Sheet; Global Stocks Rise Ahead Of Jobs
Well, the Nikkei crossed 20,000 for the first time since 2015 overnight. And really, why
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